Patient Check-In Representative

Taleo; Wellesley (MA); On-site; USD 25,000 - 33,000; Full time

Job summary

Optum is seeking a Patient Check-In Representative to greet patients, perform health screens, verify demographics and insurance, and manage cash transactions with accuracy. The role supports a seamless patient flow and accurate records in a fast-paced healthcare setting.

Responsibilities include completing registrations, collecting payments, processing deposits, and ensuring compliance with billing policies.

Qualifications

• Greeting patients and delivering check-in procedures with courtesy.
• Verifying patient demographics and insurance information.
• Collecting payments and posting to accounts; reconciling cash at day end.

Responsibilities

• Completes check-in with health screening and directs patients per service standards.
• Verifies and updates demographic and insurance information; handles referrals as needed.
• Collects co-pays and balances; ensures accurate cash handling and daily deposits.
• Performs daily cash reconciliation and related cash receipts processes.
• Handles bank deposits and related cashier duties as required.

Skills

Customer service

Health screening

Insurance verification

Cash handling

Tools

Epic System

Job description

Improve the lives of others while Caring. Connecting. Growing together.

Job Description - Patient Check-In Representative (2390764)

Optum is a global organization that delivers care, aided by technology, to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to startCaring. Connecting. Growing together.

Position in this function performsPatient Check-In Representativeduties with a high level of autonomy and competency. Serves as a key member of the medical team, delivering excellent customer service and supporting strong patient-clinician relationships. In addition to core responsibilities, handles significant higher-level administrative tasks.

Under general supervision of the Supervisor or Regional Manager of Central Check-In Operations, the Patient Check-In Representative professionally greets and performs any necessary health screening for all patients entering the practice for medical appointments. Verifies patient demographics and insurance information, making any necessary changes in the Practice Management System. May obtain and enter appropriate referral information. Ensures all patients have completed and signed all forms as needed. Completes appointment check-in to inform clinical unit of patient's arrival. Collects expected payments for visit and outstanding balances.

Location: 230 Worcester St. Wellesley, MA

Schedule: Monday - Friday, 7am - 3:30pm EST

Dept: Central Check-In

Primary Responsibilities:

• Completes check-in process including general health screening procedures to notify clinical unit patient has arrived and directs patients according to service line customer service standards
• Identifies patients with incomplete registrations and may update info; calls Central Registration Office or scans insurance card as needed for follow up by Central Registration
• Ensures patients are registered with the correct accounts. Verifies and updates demographic and insurance information. Ensures all patients have completed and signed registration, NPP non-covered services waiver forms and any other applicable forms as required for compliance or billing purposes
• Utilizes health plan or vendor specific web sites to verify insurance eligibility
• Identifies patients with workers' compensation and motor vehicle accident related injuries. May create a shell account and refer these patients to Medical Billing (ILR Team) for completion of registration
• Reviews completed documentation for workers' compensation and motor vehicle related injuries and scans information into medical records
• Ensures patients have appropriate referrals and signed waivers if necessary. May enter referral information into Epic System
• Collects payments, co-payments, and past due balances and posts payments to appropriate account and date of service
• Completes end of day cash processing reconciliation by balancing daily deposit with Resolute user batch, completes all cash related forms and makes daily deposit at drop safe. Adheres to all established cash receipts policies and procedures
• Will perform daily business office cashier functions as assigned for business needs including:
  • Receives funds from users in practice areas. Counts money to verify cash receipts. Researches and resolves problems with transactions and balances. Reconciles daily practice collections to the Daily Collection Repost (DCR)
  • Prepares daily bank deposits for the practice and transports the deposit to the Garda drop safe with either security or